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Add Note Action Tool (How to Add a Note to a Lead)

Add Note Action Tool (How to Add a Note to a Lead)

Owned by Nathan Hayes
Last updated: Aug 02, 2024 by Rebecca Kornblum
4 min read

Description

This article describes the steps to add a note to a lead. Notes can be added in three ways:

  1. Clicking the Create Note icon the Quick Action Tools of the listed lead in the Record List Panel

  2. Clicking the Add Note icon in the Action Tools in the lead’s expanded details in the Record Details Panel

  3. Opening the Add Notes section in the lead’s expanded details in the Record Details Panel

To view all notes associated with a lead, select the Notes section inside the lead.

Quick Action Tool — Create Note

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240714-194510.png

  3. Select a lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.

    image-20240714-194710.png

     

  4. Click the Notes icon in the selected lead’s Quick Action Tools.

    image-20240714-001141.png

     

  5. Add the note inside the Add Notes popup window that opens.

    image-20240714-201745.png

  6. Click Update to save the note to the lead.

Action Tool — Add Note

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240714-194510.png

  3. Click the selected lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.

    image-20240714-194710.png

     

  4. The Record Details Panel opens to the right.

    image-20240714-000707.png

  5. Select the Add Note icon from the Action Tools toolbar.

    image-20240714-000842.png

     

  6. Add the note inside the Add Notes popup window that opens.

    image-20240714-200946.png

  7. Click Update to save the note to the lead.

Add Notes Section

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240714-194510.png

  3. Click the selected lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.

    image-20240714-194710.png

     

  4. The Record Details Panel opens to the right.

    image-20240714-000707.png

  5. Click Add Notes.

    image-20240714-000918.png

     

  6. Add the note inside the Add Notes window that opens.

    image-20240714-002044.png

     

  7. Click Update to save the note to the lead.

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